| Revenue growth | Standalone revenue grew 63% YoY, primarily driven by improved price realizations. |
|---|---|
| Margins | EBITDA margins improved to 5.86% standalone; Longshen Kiri contribution remains strong. |
| Demand visibility | Steady textile demand and tighter global supply supporting dye intermediates pricing. |
| Management confidence | Confident on core operations; defensive regarding capital allocation and dividend policy. |
Growth
Standalone revenue grew 63% YoY, primarily realization-led; EBITDA margins improved but core dyes business remains below peak potential.
Outlook
Phased commissioning of copper/fertilizer project through FY28-FY30; target revenue scale-up depends on import substitution dynamics.
Risks
Shareholder friction regarding dividends; ongoing litigation with Sensus; high capital intensity of the upcoming copper project.
Last quarter's promises, checked
Delivered
- Guided standalone EBITDA margin 10-15% → delivered 14.5% (= BEAT)
- Guided standalone revenue growth 20% → delivered 63% (= BEAT)
- Guided debt-free status (pre-capex) → delivered substantially debt-free (= BEAT)
Partly delivered
- Guided copper project capex ₹13,300Cr → delivered ₹2,500Cr spent to date (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: KIRIINDUS. Summary written with AI assistance from the document.
Kiri Industries Ltd: key numbers
- Share price
- ₹562.65
- Market cap
- ₹3,667 Cr
- Revenue (annual)
- ₹839.6 Cr
- Net profit (annual)
- ₹5,566 Cr
- P/E (TTM)
- 0.6×Sector 37.2×
- Promoter holding
- 41.71%+4.99% QoQ
- FII holding
- 16.75%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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